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LTC Wealth Management
LTC Wealth Management, LLC is an SEC-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee...
LTC Wealth Management
LTC Wealth Management, LLC is an SEC-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What services does LTC Wealth Management offer?
As a registered investment advisor, LTC Wealth Management likely provides financial planning, investment management, retirement planning, estate planning, and tax-efficient strategies. The exact service menu is not publicly detailed.
Is LTC Wealth Management a fiduciary?
As a registered investment advisor (RIA) with the SEC or state securities regulator, LTC Wealth Management is held to a fiduciary standard, meaning it must act in its clients' best interests. This duty is codified under the Investment Advisers Act of 1940.
How large is LTC Wealth Management?
The firm's assets under management and number of clients are not publicly disclosed. RIAs with under $100 million in AUM are not required to file Form ADV with the SEC, so the firm may be smaller in scale.
Where is LTC Wealth Management based?
The firm's headquarters location and any additional offices are not publicly listed. It likely operates in a single U.S. city with no disclosed branch network.
What investment philosophy does LTC Wealth Management follow?
Without disclosed strategy materials, the firm's investment approach is unknown. Many RIAs employ a combination of passive index funds, active management, and alternative assets based on client needs.
Does LTC Wealth Management focus on a specific clientele?
The name 'LTC' may imply a focus on long-term care planning or healthcare professionals, but the firm does not publicly specify target client demographics.
Who runs LTC Wealth Management?
No principals or key personnel are named in public records. The firm may be a solo practitioner or small team without significant media or regulatory visibility.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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